they did lunch together and tina brown tweeting up a storm was actually about lance armstrong. derek said he should have admitted his mistake and moved on but that he fooled everyone, including me, i know, joe, you weren't that fooled. that's what's been going on in davos. we will have more throughout the day and the week. >> you told me -- 3 million people watched. it wasn't even and oprah record. you said everybody in the world was watching that, not true. >>> thought they were. >> he does not go -- >> i was the one that went to watch him win. what do i know? >> ellairian belongs there. he is so davos. walking around there, someone asks him a question, one of his answer, he deserves to be there but he doesn't go. i don't understand. >> he should be. it's a long trip. he likes to fly coach. >> he's in newport beach. why leave newport beach, a good point. >> i'm pretty much with you. >> but you're there. thank thanks. >> we'll check back from andrew. joining us to talk about the tech titan's numbers is ben, and i know you've been predicting this was a downturn, inflection point